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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1676
Financial Perspectives
Minnesota
$106K +$102K +981 New
LWM
1677
Lenox Wealth Management
Ohio
$106K -$49K -470 -32%
HI
1678
Human Investing
Oregon
$105K – – –
LFG
1679
Larson Financial Group
Missouri
$102K +$7.61K +73 +8%
TCM
1680
Tradewinds Capital Management
Washington
$102K +$18.2K +175 +23%
PMFA
1681
Plante Moran Financial Advisors
Michigan
$100K +$20.1K +193 +26%
DSC
1682
Duncker Streett & Co
Missouri
$98K +$94.3K +905 New
RWM
1683
Raffa Wealth Management
District of Columbia
$95.8K – – –
JFA
1684
JNBA Financial Advisors
Minnesota
$92K +$16.5K +158 +23%
NPP
1685
New Potomac Partners
Maryland
$89K – – –
RWG
1686
Regal Wealth Group
California
$89K – – –
SBL
1687
Sargent Bickham Lagudis
Colorado
$87K – – –
PP
1688
Pacifica Partners
Canada
$87K +$83.4K +800 New
PW
1689
Price Wealth
Texas
$84K +$80.6K +773 New
WPA
1690
West Paces Advisors
Georgia
$83.1K – – –
BWM
1691
Baystate Wealth Management
Massachusetts
$83K – – –
TFO
1692
Tarbox Family Office
California
$78K +$23.2K +223 +45%
SIC
1693
Samalin Investment Counsel
New York
$78K +$75.5K +724 New
CHAM
1694
Clear Harbor Asset Management
Connecticut
$75.7K +$72.9K +700 New
SIM
1695
Sonora Investment Management
Arizona
$75K +$22.9K +220 +47%
MWC
1696
MBM Wealth Consultants
Missouri
$74K – – –
FWM
1697
Focused Wealth Management
New York
$73K – – –
GAM
1698
Gemmer Asset Management
California
$73K – – –
SCA
1699
Stonebridge Capital Advisors
Minnesota
$71K -$6.04K -58 -8%
PCIA
1700
Prime Capital Investment Advisors
Kansas
$71K -$3.44K -33 -5%
66 67
68
69 70